Create a New Donor
Updated 2 months ago
For the complete documentation index, see llms.txt. This page is also available as Markdown.
Create a New Donor
When you choose the action to create a new donor. You'll be presented to create an account in zapier and this account will be created after you have authenticated and accepted Zapier to access your account.
When you move to the next step of Action you'll be presented with such a page.
In the dropdown you chose the form from which you want to generate form fields to create the donor. Click Refresh fields so that zapier will use the form that you have selected above and then generate the form fields for you
Some fields like Email Address that appear before the Refresh fields button are system fields that HelpYouSponsor requires and are not neccessarily part of your form. Once the form fields have loaded, you then can insert you data. Next step click Continue
Run a Test to make sure all is well, you can even check HelpYouSponsor to see that new donor data.